Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management, LLC since 2022 and previously spent nine years at Bessemer Trust. He holds a Series 63 license. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and uses a range of securities and strategies, including third-party managers and sub-advisors, with regular account reviews.

Mikyla Martinez is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. She has worked concurrently at Kaiser Permanente since 2000. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes retirement planning, cash-flow and tax reviews, and estate planning, while acting as a liaison to external managers without managing client assets directly.

Alexandra Long is a financial advisor at Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential with five years of industry experience. She previously worked at Abacus Wealth Partners for five years and has additional experience in education and media with C2 Education and Fusion Studios. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate environmental criteria and factor exposures.

Katherine Thorsey is a financial advisor at Serenus Wealth Advisors, LLC with one year of industry experience. She previously worked at Rothschild & Co. for three years. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach utilizing fundamental, technical, quantitative, and sector analysis, and manages assets both directly and through sub-advisors, overseeing approximately $1.47 billion in assets for about 141 clients.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Andrew Scott is a financial advisor at Tamar Securities, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory role, he is active as a tasker with Taskrabbit. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

John Bullitt is a CFP®-certified financial advisor at Validus Capital LLC with six years of industry experience. He has worked at firms including Morgan Stanley and StartEngine Crowdfunding, and has held positions ranging from financial advisory roles to business experience in various companies. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, constructing customized, primarily long-term portfolios using a combination of mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income.

Justin Dyer is a CFP® and CFA® with 15 years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2019, and also owns AWM Ventures LLC, a venture capital investing business. His prior roles include positions at Bridge Advisory LLC and Waypoint Wealth Partners. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and an open-architecture platform, managing approximately $1.15 billion across a diverse range of investment vehicles.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra since 1999. Prior to and during his time at Sierra, he has also been associated with Ocean Park Asset Management, LLC since 2007. Sierra Investment Management is an SEC-registered adviser providing discretionary investment management and limited financial planning services to individuals, trusts, pension and institutional clients. The firm employs a rules-based, tactical investment approach using quantitative trend-following signals and a trailing-stop sell discipline across a range of model portfolios.

Cristian Mundy is a financial advisor at Life Line Wealth Management LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, Mundy coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using primarily passive ETFs, with customized portfolios managed on a discretionary basis.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including NWQ Investment Management Company, Mandeville Advisors LLC, and Kotak Mahindra Inc. He also serves as an advisor to Equala Therapeutics Inc., assisting the CEO with strategic planning for a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management to institutional clients, government entities, private pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis to construct equity, balanced, and fixed-income portfolios, and manages private funds as well as mutual funds and wrap program arrangements.

Peter Gardiner is a financial advisor at The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors, managing separately managed accounts, an open-end mutual fund, and multiple private funds. The firm employs a combined top-down and bottom-up investment process across several strategies and is notable for its active management of investment companies and private pooled vehicles.

Clint Urso is a financial advisor with Atlantic Investments A Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Atlantic Investments since 2010 and maintains an ownership and agent role in Atlantic Financial Insurance Services, an insurance sales and services business. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but delivers financial plans, performs periodic reviews, and allows clients to impose investment restrictions documented in written policy statements.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Boris Geyzer is a CFA® charterholder with 21 years of industry experience, currently affiliated with JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his advisory work, he serves as a homecare provider for a disabled relative. JSF Financial, LLC offers discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis, managing approximately $1.73 billion in client assets.